J Sully

[J Sully @LongGoneShorts]

@TMTLongShort @TheRealDanSaedi Sicko in me knows it’s time to add 🫡

[J Sully @LongGoneShorts]

@TMTLongShort @TheRealDanSaedi Lines are moving a lot - thoughts?

[J Sully @LongGoneShorts]

@TMTLongShort Do you kind sharing where you’re most likely to be wrong?

[J Sully @LongGoneShorts]

@TMTLongShort And if you have time to share thoughts on hyperscaler prints

[J Sully @LongGoneShorts]

@TMTLongShort No hate maybe don’t bring up Brazil tho

[J Sully @LongGoneShorts]

@TMTLongShort An other Friday an other banger

[J Sully @LongGoneShorts]

@TMTLongShort FWIW your dms are also not open

[J Sully @LongGoneShorts]

@TMTLongShort Agree and say this with a lot of respect for the mindset… how the fck does a pod give you the leash to express this through the drawdowns

[J Sully @LongGoneShorts]

@TMTLongShort FUD implies not true…

[J Sully @LongGoneShorts]

@TMTLongShort Cursor, August seasonality, the list goes on. True underling is accelerating

[J Sully @LongGoneShorts]

@TMTLongShort This one’s a mindfck for me. Even Sachs on all in can’t say he thinks house goes red

[J Sully @LongGoneShorts]

@TMTLongShort Can I PM?